Associate an account with consumers

Enable customer service managers to identify the end consumers who are using products or services and track customer information.

始める前に

Role required: One of the following roles:

• sn_crm_foundation_admin
• sn_customerservice_manager
• sn_crm_foundation_data_manager

手順

1. Navigate to All > Customer Service > Accounts.
2. Select an account.
3. Select the Consumers related list.
4. Select New to add an existing or new consumer.

   表 : 1. Options and procedure

   Option	Procedure
   Add an existing consumer	In the Consumer field, select the Lookup using list icon (). Select a consumer from the list.
   Add a new consumer	In the Consumer field, select the Lookup using list icon (). Select New. On the Consumer form, fill in the fields. Select Submit.

5. Select Submit.

タスクの結果

The selected consumer is associated with the account.